Project ManagementTools and Organization
About Andy
• Presenter• Andy Kucharski
• @akucharski
• Promet Source• Founder
• Engagement Management
• @prometsource
About Promet
• Focus on open source software and Drupal• Founded in 2003• Offices in the US (Chicago, San Jose)• Some of the faces of Promet…
Objectives
• Understand project management and organizational challenges
• Review some of the tools out there being used for project management, client communication, and business management
• Learn how to execute more efficiently and be agile by using an integrated tool set
• Examples using Redmine for:• Agile project management
• Client management
• Product management
• Business management
The Laundry List of Challenges
• Time tracking• Bug reporting and tracking• Document/file storage/sharing• Client reporting/time reporting• Issue prioritization• Team collaboration• Distributed teams• Work in multiple time zones• Story/effort/task estimations• Knowledge sharing• Joint dev teams with client
• Scheduling/calendaring• Utilization• Code review• SCM integration• Maintaining backlogs• Onboarding resources• Wiki/documentation• Project progress tracking• Gantt charts• Burndown charts• And more…
Four Quadrants
Wikis, Documents
Stories, Issues, Git Repositories
Time Tracking, Commit Activity,
Workflow Management
Status, Activity Stream
Existing Tools: Open Atrium (Drupal)
Existing Tools: Basecamp (User Friendly)
Existing Tools: Atlassian Products (Suite)
Jira Confluence
GreenHopper Stash Fisheye
TeamCalendars
Existing Tools: Assembla (SaaS Agile)
Existing Tools: Bugzilla (Bug Tracking)
Existing Tools: Mantis (Old School)
Existing Tools: Harvest (SaaS User Friendly)
•[Harvest]
Existing Tools: FreshBooks (SaaS)
Existing Tools: QuickBooks (Accounting)
Existing Tools: GitHub (SaaS Developer Friendly)
The Problem
• Many tools address individual problems very well, but do not solve multiple problems at one time
• Having one place where you can integrate as many pieces as possible provides significant gains in efficiency, quality, and collaboration
Promet's High Level Requirements
• Open Source• Secure• Extensible• Usability (for us and our clients)• Self Hosted
Redmine Overview
• Flexible project management web application• Open Source• Ruby on Rails• Plugin style extensions (think modules)• Active (5300+ repos related to Redmine on GitHub)
• Used by wide variety of people and organizations• ChiliProject community fork
Redmine Main Features
• Multiple projects support
• Flexible role based access control
• Flexible issue tracking system
• Gantt chart and calendar
• News, documents & files management
• Feeds & email notifications
• Per project wiki
• Per project forums
• Time tracking
• Custom fields for issues, time-entries, projects and users
• SCM integration (SVN, CVS, Git, Mercurial, Bazaar and Darcs)
• Issue creation via email
• Multiple LDAP authentication support
• User self-registration support
• Multilanguage support
• Multiple databases support
Redmine: Issue/Ticket Tracking
Redmine: Issue/Ticket Tracking
Redmine: Gantt
Redmine: Workflow for Issue Trackers and Roles
Redmine: Role-Based Permissions
Redmine: Source Code Repo Viewer and Diff
Redmine: Spent Time
Redmine: Workflow for Issue Trackers and Roles
Redmine: Customize Issue Trackers
Redmine: Customize Issue Status
Redmine: Customize Workflow
Redmine: Custom Fields on Almost Every Object
Redmine: Git Integration
Redmine: User Management
Redmine: Views/Queries Customization
Project and Agile Perspective
Johnnie
Agile Organization of Stories and Tasks
Agile Story Board
Redmine: Git
Source Code Ties to Tickets
Project Information at a Glance
Retrospective Metrics
Retrospective Metrics
Client and Product Perspective
Jay
Manage Everything for a Client
• Keep all info for a Client’s projects in one place• “Product” lifecycle approach• Leverage project hierarchy in Redmine
• Client account (top level project)• Support (subproject)• Main Site Migration Project A (subproject)• Intranet Project B (subproject)• Ecommerce Integration Project C (subproject)
• Copy existing project• Create project templates• Types of projects (agile, audits, support…)
• Prefab issues/tasks• Common info structure in wiki• Continuous improvements
Use Project Templates
Client Access and Roles
Manage Internal Projects and Products
• All projects in Redmine managed in same way• Make onboarding whether internal or external consistent
• Internal projects and tasks available for free time• Products that we are building (product management)• Rapid scoping and estimating new projects• Our own Redmine improvements
• Private Notes
Integration
Business Management Perspective
Andy
Projects Activity View
Time Reporting
Time Reporting
Company Reports – Support Snapshot
Company Wide Resource Scheduling
Company Wide Resource Scheduling
Gains from 360 View
•No Bench time policy – everything is a project•Ability to better scope projects•Invoicing, Burn Rates, time analysis•Ability to integrate with third party tools and extend•Consolidation of all info into one system
•More information•Easier Access•Data Mining
Questions?www.prometsource.com
Twitter: @akucharski
@PROMETSOURCE
